Transparent CA Report available in PeopleSoft HCM

posted Nov 13, 2015, 9:33 AM by Peyri Herrera   [ updated Aug 8, 2016, 9:26 AM ]

Effective November 13, 2015, the Transparent CA Report is now available for HCM users assigned any Payroll role. To access it, navigate to Main Menu > SDCOE Custom > Transparent CA. This is a two-part report, one for earnings and another for deductions.

Directions:

Navigate to Main Menu > SDCOE Custom > Transparent CA. Create or find your Run Control ID. If you have already created one, click Search as shown below.

Navigation

PARAMETERS: Enter your three-digit district number, the calendar year, the Start and End Period (for calendar year reports, use 1 and 12). Click Run.

Parameters

PROCESS SCHEDULER REQUEST: You will see the Process Scheduler Request window. Select Transparent CA - Deductions and Transparent CA - Earnings (both as XLS, which is the default), then click OK. When you return to the Transparent CA page, click on Process Monitor if you want to check the status.

Process Scheduler

PROCESS MONITOR: When the Run Status is Success and the Distribution Status is Posted, click Go back to Transparent CA Reports.

Process Monitor

REPORT MANAGER: Click on Report Manager, then click the Administration tab. Click on the xlsx file in File Name List, Save, then Open, Enable Editing. Select all fields, then unclick Merge & Center (This will remove all merged cells that may not be visible.) The spreadsheet is now ready for you to filter or sort.

Report Manager

Report Manager 2